Military Personal Banker

Armed Forces Bank • Fort Lewis, WA

5d

About The Position

Military Personal Bankers are front-line associates who build professional relationships with clients and potential clients, understand their financial needs, and provide products and services intended to support their financial goals. The role emphasizes excellent client service, promoting bank products, accurately processing transactions in a fast-paced environment, and working with a team to achieve individual and group goals.

The position combines in-person banking duties with live chat support. Bankers process transactions, assist clients with accounts and other financial products, maintain confidentiality, follow bank policies and regulatory requirements, and complete monthly training. The work environment is a standard office or retail banking setting and involves standing for most of the workday, moving around the workspace, using office equipment, and lifting or exerting up to 10 pounds.

Requirements

• High school diploma or equivalent.
• At least 1 year of client-facing service experience.
• Cash-handling experience.
• Sales experience and strong sales skills.
• Experience with typing, telephone, and ten-key operations.
• Strong attention to detail and accuracy.
• Ability to organize work.
• Strong written and verbal communication skills.
• Basic math and counting skills.
• Strong multitasking skills.
• Working knowledge of common computer programs, including Windows, MS Office, and email.
• Ability to work flexible schedules based on banking center operating hours.
• Ability to work overtime when necessary.
• Ability to access a military base.
• Ability to obtain NMLS and state notary licenses.

Responsibilities

• Deliver fast, easy, and personal service consistent with company standards in interactions with clients, non-clients, and associates.
• Introduce, promote, and recommend consumer banking products and services.
• Process client banking transactions, including cash transactions, check cashing, deposits, withdrawals, cashier’s checks, money orders, checking and savings account openings, and assistance with credit cards and personal loans.
• Balance currency, coin, and checks in client transactions and the teller drawer as required.
• Follow bank compliance, security, operational, and financial loss policies and standards.
• Handle incoming client inquiries through live chat in a timely, professional, and accurate manner.
• Respond to real-time chat requests with product, service, and account-related support while maintaining client satisfaction.
• Serve as a first point of contact through incoming chat channels, answering questions, resolving issues, and routing requests as needed.
• Provide friendly, solutions-oriented live chat service while meeting established service-level agreements.
• Find appropriate solutions for clients and maintain the confidentiality of client information.
• Meet or exceed established position goals.
• Protect client and bank information and follow company policies.
• Complete monthly training on bank regulatory requirements, policies, and procedures.
• Perform other specified duties as assigned.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) plan
• Company-paid life insurance
• Short- and long-term disability insurance
• Company-paid vacation
• Paid leave
• Paid holidays
• Monthly incentive compensation based on achievement of established incentive goals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED